This article will show you how to navigate through the Transaction Browser.

Instructions

1. Navigate to Financial > Transaction Browser
   
   
   • Note: You can also navigate to an account's transaction browser. In the Account, select Transaction Browser.
     
2. Select filters:
   
   
   • Locations: Select locations
   • Payment Type: Select payment types
   • Account: Search and select any user
   • Transaction From: Enter the start date for results
   • Transaction To: Enter the end date for results
   • Receipt #: Enter a receipt number, if applicable
   • Show Voids: Select to show void transactions in addition to valid transactions
3. Click Refresh Results to apply filters to search results
   
4. View results
   
   
   • Date: Date the receipt was issued
   • Time: Time of day
   • Receipt #: Click on the receipt number to view receipt editing options
   • Account: Name of the account; click the name to be taken to their account page
   • Type: Type of transaction
   • Payment Type: Type of payment
   • Transaction Total: Total amount of the transaction
   • Actions: 
     • Void: Click void to initiate a void of the receipt/transaction
     • Refund: Click refund to initiate a refund of the transaction

Resources

• Balance History and Refunds
• View Receipt on the Transaction Browser